Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.
Description
Business leaders can now easily collaborate with engineers, even if they have reservations about Jira tickets. Provide customers with a seamless overview of your team's progress to prevent overwhelming them with numerous tickets. Instead, offer a concise list of Jira issues in Confluence. Whenever an inquiry about the project's status arises, just click "refresh" to update the snapshot and send over your report. With everyone literally aligned, you can devote less energy to explaining tickets and more to facilitating discussions between the business and engineering teams. By taking a one-click snapshot, you can deliver a neat summary of your team's activities. Stakeholders will appreciate that they no longer need to sift through hours of PDFs you pieced together; instead, they can quickly compare time-stamped snapshots to observe changes. This efficient process enables them to review the report in a matter of minutes, allowing you to refocus on excelling in your current sprint while ensuring effective communication across teams. Ultimately, this streamlined approach fosters transparency and enhances teamwork.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Confluence
No
Jira
No
Microsoft Excel
No
MoneyGuide
Yes
Nitrogen
Yes
Orion
Yes
PreciseFP
Yes
RadiantOne
No
Redtail CRM
Yes
Salesforce
Yes
Integrations
Confluence
Yes
Jira
Yes
Microsoft Excel
Yes
MoneyGuide
No
Nitrogen
No
Orion
No
PreciseFP
No
RadiantOne
Yes
Redtail CRM
No
Salesforce
No
Pricing Details
$1,125 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
FP Alpha
Founded
2018
Country
United States
Website
fpalpha.com
Vendor Details
Company Name
RadBee
Country
United Kingdom
Website
radbee.com/jira-snapshots-for-confluence-cloud-and-data-center/
Product Features
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No